SIMCOE CAPITAL, LLC
DBA: SIGNIA CAPITAL MANAGEMENT
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $109.4M |
| Discretionary | $109.4M100% of AUM |
| Client Accounts | 16 |
| Avg Account Size | $6.8M |
| Employees | 4 |
| Peak AUM | $749.6MFeb 2011 |
| AUM CAGR | +6.5% /yrover 22 yrs · 49 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $109M | 11.7% | +11.8% | +10.0% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $109.4M |
| Discretionary | $109.4M |
| Employees | 4 |
| Client Accounts | 16 |
Contact & Location
Address
9 S WASHINGTON ST
SPOKANE WA 99201
Phone
509-789-8970
Filing History
49 ADV Part 1 submissions
Fee Structure
% of AUMPerformance Fees
Advisory Services
Portfolio Mgmt (Individuals)Portfolio Mgmt (Institutional)Pension Consulting
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$109M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Non-US Client AUM
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Government
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported